人民财讯9月15日电，预制菜概念盘初表现活跃，截至发稿，得利斯涨停，国联水产、盖世食品等跟 涨。消息面上，国家卫健委主导的《预制菜食品安全国家标准》草案已通过专家审查，即将向社会公开 征求意见。 转自：证券时报 ...

Core Viewpoint - The pre-made food concept is gaining strength in the market, with several companies experiencing significant stock price increases, indicating a growing interest in this sector [1] Company Performance - Delisi has reached its daily limit increase in stock price, reflecting strong market confidence [1] - Other companies such as Weizhi Xiang, Guolian Aquatic Products, Qianwei Yangchu, Gais Food, Yike Food, and Huifa Food have also seen their stock prices rise in response to the trend [1]

资金流向方面，主力资金净流入153.03万元，特大单买入245.70万元，占比7.47%，卖出196.80万元，占 比5.98%；大单买入782.32万元，占比23.77%，卖出678.19万元，占比20.61%。 9月10日，得利斯盘中上涨2.06%，截至11:03，报4.96元/股，成交3290.85万元，换手率1.06%，总市值 31.51亿元。 机构持仓方面，截止2025年6月30日，得利斯十大流通股东中，金元顺安元启灵活配置混合（004685） 位居第六大流通股东，持股250.00万股，相比上期增加16.47万股。 责任编辑：小浪快报 得利斯今年以来股价涨13.50%，近5个交易日涨5.31%，近20日跌1.59%，近60日涨9.73%。 资料显示，山东得利斯食品股份有限公司位于山东省诸城市昌城镇驻地，成立日期2003年6月20日，上 市日期2010年1月6日，公司主营业务涉及生猪屠宰,冷却肉及冷冻肉、低温肉制品的生产与销售。主营 业务收入构成为：食品加工业97.53%，电力蒸汽业1.87%，彩印包装业0.60%。 得利斯所属申万行业为：食品饮料-食品加工-肉制品。所属概念板块包括：宠物经济、职业教 ...

（文章来源：证券日报） 证券日报网讯得利斯9月5日在互动平台回答投资者提问时表示，截至2025年8月30日，公司股东人数为 37，032户。 ...

Market Overview - On September 2, the food processing sector declined by 0.3% compared to the previous trading day, with Xianle Health leading the decline [1] - The Shanghai Composite Index closed at 3858.13, down 0.45%, while the Shenzhen Component Index closed at 12553.84, down 2.14% [1] Stock Performance - The following stocks in the food processing sector showed notable performance: - ST Chuntian (600381) closed at 5.48, up 4.98% with a trading volume of 242,300 shares and a turnover of 132 million yuan [1] - Gai Shi Food (836826) closed at 14.23, up 4.10% with a trading volume of 157,300 shares and a turnover of 223 million yuan [1] - Huadong Co. (002840) closed at 11.39, up 3.17% with a trading volume of 348,600 shares and a turnover of 395 million yuan [1] - Xianle Health (300791) closed at 24.77, down 2.94% with a trading volume of 49,100 shares and a turnover of 123 million yuan [2] Capital Flow - The food processing sector experienced a net outflow of 77.54 million yuan from institutional funds, while retail investors saw a net inflow of 127 million yuan [2]

Core Viewpoint - The company Delisi (002330) reported an increase in revenue but a significant decline in profit for the first half of 2025, indicating challenges in profitability despite higher sales [1]. Financial Performance - Total revenue for the first half of 2025 reached 1.616 billion yuan, a year-on-year increase of 17.04% [1]. - Net profit attributable to shareholders was 10.303 million yuan, down 27.24% year-on-year [1]. - In Q2 2025, total revenue was 871 million yuan, up 45.71% year-on-year, while net profit was 544,800 yuan, a decrease of 20.57% year-on-year [1]. Profitability Metrics - Gross margin stood at 8.97%, a decrease of 10.37% compared to the previous year [1]. - Net margin improved to 0.94%, an increase of 16.63% year-on-year [1]. - Total selling, administrative, and financial expenses amounted to 111 million yuan, accounting for 6.9% of revenue, down 5.61% year-on-year [1]. Cash Flow and Assets - Cash and cash equivalents decreased to 538 million yuan, down 19.30% year-on-year [1]. - Accounts receivable increased to 216 million yuan, a rise of 17.03% year-on-year [1]. - Interest-bearing debt rose to 664 million yuan, an increase of 21.59% year-on-year [1]. Shareholder Metrics - Net asset value per share was 3.61 yuan, down 3.06% year-on-year [1]. - Earnings per share remained at 0.02 yuan, reflecting a decrease of 27.27% year-on-year [1]. - Operating cash flow per share was -0.03 yuan, a significant decline of 223.42% year-on-year [1]. Business Model and Investment Returns - The company's historical return on invested capital (ROIC) has been weak, with a median of 0.99% over the past decade and a particularly poor ROIC of -1.47% in 2023 [1]. - The business model relies heavily on capital expenditures, necessitating careful evaluation of the effectiveness and necessity of these investments [1].

Core Insights - The pet economy is experiencing significant growth, prompting many listed companies to enter the pet sector, reflecting a strategic intent to seek new growth avenues and the maturation of China's pet consumption market [1][7] Group 1: Company Movements - Jinhe Biological (002688.SZ) announced the establishment of a wholly-owned subsidiary, Jinhe Aichongyi (Shanghai) Biotechnology Co., with a registered capital of 10 million yuan, focusing on AI-enabled pet care solutions [1][3] - Delisi (002330.SZ) signed a strategic cooperation agreement with Xiamen Haifusheng Food Group and New Sanhe (Yantai) Food Co., to collaborate on product supply, market expansion, and the development of freeze-dried pet food [4][5] - Huashanghuan (002695.SZ) acquired a 51% stake in Fujian Lixing Food Co. for 494.7 million yuan, which has significant freeze-drying production capabilities [6] Group 2: Market Trends - The global pet industry is projected to grow from approximately $207 billion in 2024 to $270.8 billion by 2029, with a compound annual growth rate (CAGR) of 5.5% [7] - The Chinese pet market is expected to reach 300.2 billion yuan in 2024, reflecting a 7.5% increase from 2023, and is projected to grow to 404.2 billion yuan by 2027 [7] Group 3: Company Performance - Companies in the pet industry are showing strong performance, with Guibao Pet (301498.SZ) reporting a 32.72% increase in revenue to 3.221 billion yuan in the first half of 2025 [8] - Zhongchong Co. (002891.SZ) achieved a revenue of 2.432 billion yuan, a 24.32% year-on-year increase, with a net profit growth of 42.56% [8] - Tianyuan Pet (301335.SZ) reported a revenue of 1.435 billion yuan, up 14.59%, and a net profit increase of 20.14% [8] Group 4: Industry Insights - Analysts indicate that the pet sector will maintain high growth, with trends towards functional and refined products tailored to different pet life stages [9] - Companies are encouraged to innovate and differentiate to build core competitiveness amid increasing industry competition [9]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002330 证券简称：得利斯 公告编号：2025-055 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，不存在虚假记载、误导性陈述或重大 遗漏。 根据中国证券监督管理委员会发布的《上市公司募集资金监管规则》和深圳证券交易所颁布的《深圳证 券交易所上市公司自律监管指引第1号——主板上市公司规范运作》等有关规定，山东得利斯食品股份 有限公司（以下简称"公司"）董事会编制了截至2025年6月30日半年度募集资金存放与实际使用情况的 专项报告。 一、募集资金基本情况 （一）募集资金金额及到位时间 经中国证券监督管理委员会《关于核准山东得利斯食品股份有限公司非公开发行股票的批复》（证监许 可〔2021〕1173号）核准，公司本次非公开发行人民币普通股（A股）13,331.529万股，发行价格为人 民币7.39元/股，募集资金总额为人民币98,520.00万元，扣除与发行有关的费用人民币814.17万元（不含 增值税）后，实际募集资金净额为人民币97,705.83万元。前述募集资金已于2022年1月24日全部到账， 到账金额为97,827.40万元 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 2025年8月27日下午14:00，山东得利斯食品股份有限公司（证券代码：002330）第六届董事会第十八次 会议在山东省诸城市昌城镇得利斯工业园公司会议室召开。本次会议已于8月17日以电话和微信的方式 通知各位董事、监事、高级管理人员，采用现场表决和通讯表决相结合的方式进行。会议应出席董事7 人，实际出席董事7人，公司监事和高级管理人员列席了会议，由董事长郑思敏女士主持，会议召开符 合相关规定。 点击查看公告原文>> 声明：市场有风险，投资需谨慎。 本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 责任编辑：小浪快报 经过全体与会董事认真审议，表决通过了以下决议： 1. 《关于〈2025年半年度报告〉及摘要的议 案》：董事会认为 ...

Group 1 - The company reported a revenue of 1.616 billion yuan for the first half of 2025, representing a year-on-year increase of 17.04% [1] - The net profit attributable to shareholders of the listed company was 10.303 million yuan, a year-on-year decrease of 27.24% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 7.9736 million yuan, down 38.93% year-on-year [1] - The basic earnings per share were 0.016 yuan [1]